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Building 2DOWNSHIFT FINANCIAL

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Phone(720) 515-0564
NotebookSEC #801-131232
Total AUM
$214.7M
Employees
3
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(720) 515-0564
Other Offices
2

ReceiptFinancials

Total AUM
$214.7M
Accounts
354
Discretionary
$211.8M
Accounts
348
Non-Discretionary
$2.8M
Accounts
6

ContactClients

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Individual Clients
1
AUM
$287K
HNW Individual Clients
81
AUM
$214.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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